iShares S&P Moderate Allocation Fund ETF shares owned by American Trust
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by American Trust
from 13F filings
Historical chart of American Trust investment in iShares S&P Moderate Allocation Fund ETF
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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by American Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 99k | 47.58 |
| 2025-06-30 | $4.5M | 98k | 46.04 |
| 2024-12-31 | $7.2M | 166k | 43.44 |
| 2024-03-31 | $376k | 8.8k | 42.78 |
| 2023-12-31 | $345k | 8.3k | 41.51 |
| 2023-09-30 | $289k | 7.4k | 38.93 |
| 2023-03-31 | $290k | 7.2k | 40.03 |
| 2022-12-31 | $269k | 7.1k | 38.01 |
| 2022-09-30 | $260k | 7.1k | 36.58 |
| 2022-06-30 | $1.4M | 37k | 38.97 |
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